Aaniie Payments - Client and Client Representative Processing Payment via their Portal

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• Aaniie Payments - Setting up a Client to Make a Payment

  See attached tip sheet on how to set up a client to make future payments using Aaniie Payments

• Client Portal Usage

  Please see the attached PDF or below for instructions on how Clients and Representatives can use the Client Portal. How To Use The Client Portal Instructions on how Clients and Representatives can access the Aaniie Care information that pertains to ...

• Creating A Client Representative

  To set up a client representative: 1. Go to Menu/Clients/Representative Management 2. In the Representative Management section, click on the silhouette with the + icon towards the top right 3. Fill out all of the required fields and click “Register” ...

• Client Leads: Client Files

  Please view the attached PDF on how to add Client Files to a Client Lead.

• Client Representatives access to view Client Invoices

  Permission for Client Representatives, to view and download client invoices on their portal access without needing payer priority status. Representatives can only download invoices with no other actions permitted. How to enable the option in Client ...